Quickly gain clarity on your spending, earnings, and learn how to fine tune your budget. We'll do the heavy lifting, and allow you to remain flexible so you can easily stay on on top of your budget.
Watch the video lesson and check out the resources section below.
Lesson 1 Resources
Understanding the Categories Sheet
The Categories sheet is where you can repurpose our example categories or start from scratch.
Learn all about the Categories sheet and all it's columns.
Categorizing Transactions
Read about ways to manage and stay on top of your Transactions sheet, including our automatic category tool, AutoCat.
Understanding the Budget Dashboard
Your budget dashboard is your command center for knowing where you stand with your spending, earnings, and how to stay on track.